Apply now

Posted 5 days ago

Advisor, Business development and sales support

@ Desjardins Global Asset Management

Montréal, Quebec

HybridFull-time4+ years experience
Apply now
SIGNALS

Overview

Desjardins Global Asset Management is hiring a sales and business development support advisor to serve and maintain business relationships with members and clients. The role involves promoting and selling products and services across channels, analyzing client needs, and advising partners and clients. The posting offers a competitive salary with annual bonus, a hybrid arrangement, and a defined benefit pension plan.

Responsibilities:

  • Conseiller les partenaires et clients sur les meilleures solutions
  • Analyser les données et préparer des rapports
  • Superviser les portefeuilles et améliorer le service
  • Suivre les tendances de l'industrie

Requirements summary:

  • Baccalauréat dans un domaine connexe
  • Minimum de quatre ans d'expérience pertinente
  • Certificat de représentant en fonds mutuels de l'AMF
  • Connaissance du français requise
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-11-02
First seen by our source
2026-11-03
Source record updated
2026-11-03

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentSales
Experience4+ years
Hours per week40 (estimated)
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesFrench, English
Licences & certificationsMutual fund representative certificate, Autorité des marchés financiers
EducationBachelor’s degree (required)
Perks mentionedGenerous paid time off, Flexible hours, Retirement plan, Wellness

Summary and details written by AI from the posting; the employer’s posting is the authority.

Desjardins Global Asset Management

FieldValue
Open jobs on Jobsy5
Job description

As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You help develop and maintain business relationships with important clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with complex and diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist practitioners and current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:

  • Set goals and advise partners, practitioners, members and clients on the best solutions and strategies
  • Collect, compile and analyze data. Prepare reports and recommendations
  • Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field

What we offer*

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

#LI-Hybrid

What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of four years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required
Action oriented, Collaborates, Customer Focus, Differences, Nimble learning, Plans and aligns

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-25

Similar jobs

  • Senior advisor, it security

    Boucherville, QC

    Olymel S.E.C.

    10+ YOECandidates need a university degree in cybersecurity, computer science or a related field, and at least 10 years of senior IT security experience. Experience with industrial or OT security and a CISSP certification are assets.

    CrowdStrike, Microsoft Defender, Microsoft Sentinel, Fortinet, Armis, Proofpoint

  • Advisor, Business

    Montréal, QC +6
    Full Time

    Federation Caisses Desjardins

    2+ YOECandidates need a college diploma in a related field and at least two years of relevant experience, though other combinations may be considered. Knowledge of French is required, along with strong interpersonal skills and a customer focus.

    Advisor, Procurement and purchasing

    Lévis, QC +1
    HybridFull Time

    Federation Caisses Desjardins

    2+ YOEFederation Caisses Desjardins needs a candidate with a bachelor's degree in a related field and at least two years of relevant experience, plus French and intermediate English. Strong analytical skills and interpersonal savvy are expected.

    Senior Advisor, Business strategies

    Lévis, QC +1
    HybridFull Time

    Federation Caisses Desjardins

    6+ YOECandidates need a bachelor's degree in a related field and at least six years of relevant experience, and must know French. Strong interpersonal skills, a strategic mindset and the ability to coordinate stakeholders across fields are essential.

    Advisor, Member/client sales and service

    Montréal, QC
    Full Time

    Federation Caisses Desjardins

    1+ YOECandidates need a college diploma in a related field and at least one year of relevant experience, though other combinations may be considered. French is required, along with advanced English.

  • Senior Advisor, Pricing of products and services

    Lévis, QC +1
    HybridFull Time

    Desjardins Securities

    8+ YOECandidates need a bachelor's degree in a related field, at least eight years of relevant experience (other combinations may be considered) and knowledge of French. Strong interpersonal skills and a strategic mindset are essential.

    Senior Advisor, Pricing of products and services

    Lévis, QC +1
    HybridFull Time

    Desjardins Securities

    8+ YOECandidates need a bachelor's degree in a related field, at least eight years of relevant experience (other combinations may be considered) and knowledge of French. Strong interpersonal skills and a strategic mindset are essential.

  • Advisor, Digital Investing, BMO SmartFolio

    Manitoba +9

    Bank of Montreal

    4+ YOECandidates need four years of relevant industry experience or a post-secondary degree or diploma, plus completed core proficiency for investment registration such as CSC, CPH or CIRE. Strong communication, listening and time management skills are needed, and French and English are preferred.

    Onboarding, Sales, CSC, Communication skills, Time management

Locations & environments

Locations

All of CanadaRemote · Hybrid · On-site · Field

Pro tip: add remote jobs to widen your search.

Exclude locations

Workplace type

Company jobs in these results

These are this company’s jobs loaded in your current search. The company may have more openings.